Remote Tax Expert - CPA/EA/Attorney

Intuit, Inc.; Charleston (SC); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers in completing federal and state returns from a remote setting.

You will provide expert guidance, detailed explanations of tax terms, and accurate calculations, while maintaining high levels of customer satisfaction. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have experience with tax software, PTIN, and Circular 230.

Qualifications

• Active unrestricted credential required (CPA, EA, or practicing attorney).
• 2+ years of federal/state 1040 tax return prep for at least 30 clients per season.
• Must have PTIN and state licenses as applicable.
• Willing to work minimum 20 hours per week and have hardwired internet.

Responsibilities

• Provide expert tax guidance and full-service return preparation via virtual channels.
• Assist TurboTax customers with tax advice, calculations, and product inquiries.
• Document interactions and meet KPI targets and big bet goals.
• Participate in pilot testing and training programs as needed.

Skills

Excellent communication skills

Bilingual English/Spanish (a plus)

Education

CPA

Enrolled Agent (EA)

Practicing Attorney

Tools

Smartlook

Video/Calls software

Job description

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers in completing federal and state returns from a remote setting.

You will provide expert guidance, detailed explanations of tax terms, and accurate calculations, while maintaining high levels of customer satisfaction. Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have experience with tax software, PTIN, and Circular 230.